Institutional Ownership Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP). We have compiled data on the 2,236 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $52.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
502
shares
|
$94,044
0.04% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$93,670
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
500
shares
|
$93,670
0.06% of portfolio
|
Q2 2023
Reduced 44.44%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
500
shares
|
$93,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
497
shares
|
$93,107
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
492
shares
|
$92,171
0.04% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
490
shares
|
$91,796
0.01% of portfolio
|
Q4 2025
Reduced 5.59%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
484
shares
|
$90,672
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
480
shares
|
$89,923
0.04% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
475
shares
|
$88,986
0.01% of portfolio
|
Q2 2024
Added 86.27%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
456
shares
|
$85,427
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
454
shares
|
$85,052
0.02% of portfolio
|
Q3 2024
Added 127.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
421
shares
|
$78,870
0.05% of portfolio
|
Q3 2025
Reduced 43.41%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
410
shares
|
$76,809
0.06% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
409
shares
|
$76,622
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
401
shares
|
$75,123
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
394
shares
|
$73,811
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
390
shares
|
$73,062
0.07% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
372
shares
|
$69,690
0.03% of portfolio
|
Q4 2022
Reduced 29.14%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
370
shares
|
$69,315
0.01% of portfolio
|
Q3 2023
Reduced 26.73%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
355
shares
|
$66,505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
350
shares
|
$65,569
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
329
shares
|
$61,634
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
328
shares
|
$61,447
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
316
shares
|
$59,199
0.01% of portfolio
|
Q2 2025
Reduced 65.69%
|
|